SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Arkadios Wealth Advisors's Holding History (CIK: 0001800798)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 343,793 Value ($000) $9,430 Avg Close — Range —
Q3 2025
Shares 320,635 Value ($000) $8,753 Avg Close — Range —
Q2 2025
Shares 214,643 Value ($000) $5,688 Avg Close — Range —
Q1 2025
Shares 176,182 Value ($000) $4,926 Avg Close — Range —
Q4 2024
Shares 83,114 Value ($000) $2,271 Avg Close — Range —
Q3 2024
Shares 26,543 Value ($000) $2,244 Avg Close — Range —
Q2 2024
Shares 21,659 Value ($000) $1,684 Avg Close — Range —
Q1 2024
Shares 99,271 Value ($000) $8,004 Avg Close — Range —
Q4 2023
Shares 100,985 Value ($000) $7,688 Avg Close — Range —
Q3 2023
Shares 101,256 Value ($000) $7,165 Avg Close — Range —
Q2 2023
Shares 94,255 Value ($000) $6,845 Avg Close — Range —
Q1 2023
Shares 90,265 Value ($000) $6,604 Avg Close — Range —
Q4 2022
Shares 86,698 Value ($000) $6,549 Avg Close — Range —
Q3 2022
Shares 85,253 Value ($000) $5,663 Avg Close — Range —
Q2 2022
Shares 76,592 Value ($000) $5,486 Avg Close — Range —
Q1 2022
Shares 75,917 Value ($000) $5,989 Avg Close — Range —
Q4 2021
Shares 141,981 Value ($000) $11,476 Avg Close — Range —
Q3 2021
Shares 17,871 Value ($000) $1,326 Avg Close — Range —
Q2 2021
Shares 4,462 Value ($000) $337 Avg Close — Range —
Q1 2021
Shares 1,560 Value ($000) $113 Avg Close — Range —
Q4 2020
Shares 887 Value ($000) $56 Avg Close — Range —
Q3 2020
Shares 880 Value ($000) $51,700 Avg Close — Range —
Q2 2020
Shares 149 Value ($000) $7,797 Avg Close — Range —
Q1 2020
Shares 149 Value ($000) $6,702 Avg Close — Range —
Q4 2019
Shares 149 Value ($000) $8,781 Avg Close — Range —